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PSUF

People's United Financial Portfolio holdings

AUM $3.51B
1-Year Est. Return 12.24%
This Fund
S&P 500
This Quarter Est. Return
+13.51%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$2.87B
AUM Growth
+$165M
Cap. Flow
-$32.7M
Cap. Flow %
-1.14%
Top 10 Hldgs %
22.35%
Holding
1,104
New
74
Increased
274
Reduced
359
Closed
44

Top Buys

Rank Stock Value
1
MCD icon
McDonald's
MCD
+$9.16M
2
CVX icon
Chevron
CVX
+$6.7M
3
BWZ icon
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$6.46M
4
IBM icon
IBM
IBM
+$5.64M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.75M

Top Sells

Rank Stock Value
1
TTE icon
TotalEnergies
TTE
+$58.8M
2
XOM icon
ExxonMobil
XOM
+$10.5M
3
PSX icon
Phillips 66
PSX
+$6.8M
4
OXY icon
Occidental Petroleum
OXY
+$5.37M
5
LSBG
Lake Sunapee Bank Group
LSBG
+$4.79M

Sector Composition

Rank Sector Weight
1 Technology 12.88%
2 Healthcare 12.48%
3 Financials 11.45%
4 Consumer Discretionary 9.84%
5 Industrials 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KOL
1001
DELISTED
VanEck Vectors Coal ETF
KOL
$3K ﹤0.01%
20
– –
APU
1002
DELISTED
AmeriGas Partners, L.P.
APU
$3K ﹤0.01%
66
-324
-83% -$15.3K
PNRA
1003
DELISTED
Panera Bread Co
PNRA
$3K ﹤0.01%
13
– –
CST
1004
DELISTED
CST Brands, Inc.
CST
$3K ﹤0.01%
57
+2
+4% +$97
AA icon
1005
Alcoa
AA
$13.2B
$2K ﹤0.01%
44
– –
AAL icon
1006
American Airlines Group
AAL
$10.6B
$2K ﹤0.01%
+36
New +$1.63K
AGZ icon
1007
iShares Agency Bond ETF
AGZ
$565M
$2K ﹤0.01%
+20
New +$2.25K
CAR icon
1008
Avis
CAR
$5.02B
$2K ﹤0.01%
58
– –
CBRE icon
1009
CBRE Group
CBRE
$42.9B
$2K ﹤0.01%
67
-300
-82% -$10K
DPZ icon
1010
Domino's
DPZ
$11.6B
$2K ﹤0.01%
13
– –
DVA icon
1011
DaVita
DVA
$11.7B
$2K ﹤0.01%
24
– –
GGB icon
1012
Gerdau
GGB
$9.7B
$2K ﹤0.01%
756
– –
HES
1013
DELISTED
Hess
HES
$2K ﹤0.01%
33
– –
MAS icon
1014
Masco
MAS
$15.3B
$2K ﹤0.01%
67
– –
MRVL icon
1015
Marvell Technology
MRVL
$196B
$2K ﹤0.01%
125
– –
MTCH icon
1016
Match Group
MTCH
$8.55B
$2K ﹤0.01%
100
– –
MUR icon
1017
Murphy Oil
MUR
$4.78B
$2K ﹤0.01%
64
– –
OMF icon
1018
OneMain Financial
OMF
$7.47B
$2K ﹤0.01%
94
– –
OSK icon
1019
Oshkosh
OSK
$9.59B
$2K ﹤0.01%
31
– –
PLNT icon
1020
Planet Fitness
PLNT
$3.78B
$2K ﹤0.01%
100
– –
SAN icon
1021
Banco Santander
SAN
$210B
$2K ﹤0.01%
291
– –
BERY
1022
DELISTED
Berry Global Group, Inc.
BERY
$2K ﹤0.01%
46
– –
JPS
1023
DELISTED
Nuveen Preferred & Income Securities Fund
JPS
$2K ﹤0.01%
233
– –
VIAB
1024
DELISTED
Viacom Inc. Class B
VIAB
$2K ﹤0.01%
37
– –
NVLN
1025
DELISTED
Novelion Therapeutics Inc. Common Shares
NVLN
$2K ﹤0.01%
205
– –
39 40
41
42 43

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BAM
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ACI
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ACM
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MXM
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OSIA
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People's United Financial's Q1 2017 Portfolio in Review

As of Q1 2017, People's United Financial held 1,104 positions worth $2.87B, up 6.1% from $2.7B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

People's United Financial's Q1 2017 filing shows 74 new, 274 increased, 359 reduced and 44 closed positions. Its largest new stake was Bar Harbor Bankshares: 140,046 shares worth $4.63M. The largest sale was TotalEnergies, an estimated $58.8M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, up from 12% a quarter earlier, followed by Healthcare and Financials.

  • People's United Financial's largest Q1 2017 buy was Bar Harbor Bankshares: 140,046 shares worth $4.63M.
  • People's United Financial added most to McDonald's in Q1 2017, an estimated $9.16M increase.
  • People's United Financial's biggest Q1 2017 reduction was TotalEnergies, cutting an estimated $58.8M.
  • People's United Financial fully exited Lake Sunapee Bank Group in Q1 2017, selling an estimated $4.79M.
  • People's United Financial's ten largest holdings make up 22% of its $2.87B portfolio in Q1 2017.
  • People's United Financial opened 74 new positions and closed 44 in Q1 2017.
  • People's United Financial's portfolio value rose 6.1% quarter-over-quarter to $2.87B.

Based on People's United Financial's 13F filing for Q1 2017, filed 12 May 2017.